MEGAN MCCARTHY
Boston,MA
Summary
Results-driven Investment Operations Professional pursuing an MBA in Social Impact, with a focus on leveraging investment strategies to promote sustainable social change. Recognized for building strong relationships with diverse stakeholders, enhancing collaboration, and driving impactful initiatives.
Overview
8
8
years of professional experience
Work History
Capital Markets Corporate Action Investment Operations Manager
Bain Capital
Boston, USA
11.2022 - Current
- Liaise with trading desks, portfolio managers, and other key personnel for the seamless execution of transactions during major restructure events.
- Optimize workflow efficiency by identifying bottlenecks in the current process flow and implementing strategic solutions accordingly.
- Use strong issue resolution and communication skills to cultivate and strengthen lasting stakeholder relationships.
Senior Associate Document Control
Bain Capital
Boston, USA
07.2021 - 11.2022
- Ensured timely completion of tasks and compliance with deadlines for Credit Trading Desk and PMs.
- Worked effectively in team environments to make the workplace more productive.
Associate Document Control
Bain Capital
Boston, USA
04.2020 - 07.2021
- Ensured currency of data in Capital Market systems through regular updates.
- Worked with cross-functional teams to achieve goals.
Lead Trade Operations Specialist
Brown Brothers Harriman
Boston, USA
06.2019 - 03.2020
- Minimized risk by effective daily reporting on trade concerns.
- Resolved issues swiftly to improve service quality.
Trade Operations Specialist
Brown Brothers Harriman
Boston, USA
08.2018 - 06.2019
- Streamlined operational workflows related to processing and finalizing trade transactions.
- Coordinated trade-related queries with external and internal stakeholders efficiently.
Business Operations & Marketing Intern
Lexington Wealth Management
Lexington, USA
06.2017 - 08.2017
- Developed and refined marketing collateral.
- Supported implementation of Investment Tax Strategy Programming.
Education
MBA - Social Impact
Boston University
Boston, MA05.2025
BSBA - International Business, Professional Sales
Elon University
Elon, North Carolina05.2018
Skills
- Strategic Planning
- Effective communication
- Process Improvement
- Team Leadership
- Risk Mitigation
- Project Management
Timeline
Capital Markets Corporate Action Investment Operations Manager
Bain Capital
11.2022 - Current
Senior Associate Document Control
Bain Capital
07.2021 - 11.2022
Associate Document Control
Bain Capital
04.2020 - 07.2021
Lead Trade Operations Specialist
Brown Brothers Harriman
06.2019 - 03.2020
Trade Operations Specialist
Brown Brothers Harriman
08.2018 - 06.2019
Business Operations & Marketing Intern
Lexington Wealth Management
06.2017 - 08.2017
MBA - Social Impact
Boston University
BSBA - International Business, Professional Sales
Elon University
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